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iShares Morningstar US Equity ETF

100 hedge funds and large institutions have $222M invested in iShares Morningstar US Equity ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
23
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$73K +$482 +12 +0.7%
BlackRock
77
BlackRock
New York
$56K
RFC
78
Regions Financial Corp
Alabama
$50K
BWM
79
BerganKDV Wealth Management
Minnesota
$49K
LWM
80
Liberty Wealth Management
California
$44K
TFGT
81
TS Financial Group (TSFG)
Illinois
$42K +$42K +1,060 New
RIA
82
Realta Investment Advisors
Delaware
$36K +$36K +892 New
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$35K
GAM
84
Gemmer Asset Management
California
$35K +$158 +4 +0.5%
CIAS
85
Capital Investment Advisory Services
North Carolina
$30K
AF
86
Allworth Financial
California
$26K +$26K +644 New
CCM
87
Covington Capital Management
California
$24K +$24K +600 New
AIP
88
Ameritas Investment Partners
Nebraska
$20K
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$17K +$17K +432 New
NFG
90
Next Financial Group
Texas
$13K -$212K -5,148 -94%
NFH
91
NEXT Financial Holdings
Texas
$13K +$13K +316 New
US Bancorp
92
US Bancorp
Minnesota
$11K -$23.8K -580 -68%
LFG
93
LifePlan Financial Group
Ohio
$11K
BCWM
94
Bartlett & Co Wealth Management
Ohio
$8K
BC
95
Bartlett & Co
Ohio
$8K
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
FWM
97
Focused Wealth Management
New York
$6K
PO
98
Private Ocean
California
$5K
TWA
99
TCI Wealth Advisors
Arizona
$3K
CF
100
Centaurus Financial
California
$1.72K +$1.72K +1,100 New